Entity hierarchy
Relationships
| Entity | Related via | Cardinality |
|---|---|---|
| Connection → Account | Discovery | 1:many |
| Account → Meter | Ownership | 1:many |
| Site → Meter | Assignment | 1:many |
| Meter → UsageData | Recording | 1:many |
Meter matching algorithm
When a document is processed, Nectar associates extracted usage and charges with meter records using document evidence.Matching criteria priority
- Identifier alignment — Highest-confidence association
- Normalized identifier handling — Minor formatting differences are tolerated
- Address and account context — Supplemental matching signals
- New meter creation — Used when no existing meter can be confidently matched
Configuration
Matching behavior is configurable by Nectar to improve consistency across utility formats and regions.Account organization
Account states
| Status | Value | Analytics inclusion |
|---|---|---|
| Detected | Discovered, not confirmed | Excluded |
| Onboarded | Confirmed and active | Included |
| Old account | Previously active | Historical only |
| Duplicate | Linked to active account | Excluded |
| Inactive | Manually deactivated | Excluded |
Active account linking
When utility providers consolidate or restructure accounts, Nectar links related records so reporting reflects the primary active account. Subaccounts link to the active account: In analytics and exports, this helps prevent duplicate counting.Site assignment
Assignment methods
- Address matching — During meter creation
- Account inheritance — From account’s other meters
- Manual assignment — User-specified
Multi-site accounts
An account can have meters at multiple sites. This commonly happens when a single utility login covers buildings at different addresses. Each meter is assigned to its own site based on address matching, while the account itself stays linked to the connection that discovered it. In analytics and exports, each meter’s data rolls up to its assigned site — not to the account’s site.Unassigned meters
Meters without site assignments:- Included in company-wide analytics
- Excluded from site-specific views
- Listed in “Unassigned” section
Meter tracking flags
Tracked
Controls inclusion in active analytics:| State | Meaning | Analytics |
|---|---|---|
True | Actively monitored | Included |
False | Historical/inactive | Excluded |
Duplicate
Marks duplicate meters: Duplicates are excluded from active analytics to avoid double counting.Site archiving
Sites can be archived to stop future active reporting while preserving historical records.Archive behavior
When a site is archived:- Site is considered archived
- Meters excluded from active analytics
- Bills after the date excluded from reporting
- Historical data preserved
Duplicate handling
Duplicate detection
Meters are marked as duplicate when:- Same identifier appears multiple times
- Same service point covered by different connections
Duplicate accounts
When accounts are duplicated:- Mark one as the active primary account
- Set
duplicatestatus on others - Data flows through the active account
Excluded contributors
In aggregation queries, these are excluded:| Reason | Query filter |
|---|---|
| Untracked | Excluded from active analytics |
| Duplicate meter | Excluded to prevent double counting |
| Superseded bill | Historical superseded versions ignored in current rollups |
| Duplicate account | Data reported through the active account |